+455.3%
WELL vs RVTY
+217.6%
+237.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.6% | -2.7% | +0.3% |
| 7D | +3.5% | +6.0% | -2.5% | +2.3% |
| 30D | +9.7% | +4.3% | +5.4% | +8.7% |
| 3M | +4.8% | +40.2% | -35.4% | -2.0% |
| 6M | +16.1% | +59.3% | -43.2% | +5.5% |
| YTD | +34.7% | +66.5% | -31.8% | +20.2% |
| 1Y | +31.9% | +77.5% | -45.6% | +15.9% |
| 3Y | +209.9% | +92.5% | +117.4% | +158.0% |
| 5Y | +226.5% | -6.8% | +233.3% | +220.4% |
| 10Y | +455.3% | +225.4% | +229.9% | +291.5% |
| All | +455.3% | +217.6% | +237.6% | +291.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RVTY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling